GWM
Gibbs Wealth Management Portfolio holdings
AUM
$759M
1-Year Est. Return
18.82%
This Fund
S&P 500
1 Year Est. Return
+18.82%
AUM
$759M
AUM Growth
+$346M
(+84%)
Holding
453
Top Buys
| 1 | +$23.5M | |
| 2 | +$18.8M | |
| 3 | +$14.3M | |
| 4 |
NVIDIA
NVDA
|
+$13.6M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$10.1M |
Top Sells
| 1 | +$1.06M | |
| 2 | +$807K | |
| 3 | +$612K | |
| 4 |
Guidewire Software
GWRE
|
+$587K |
| 5 |
P
Everpure Inc
P
|
+$554K |
Sector Composition
| 1 | Technology | 15.65% |
| 2 | Healthcare | 7.69% |
| 3 | Industrials | 7.68% |
| 4 | Financials | 7.41% |
| 5 | Consumer Discretionary | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CoStar Group
CSGP
$13.1B
| $1.03M | 0.14% |
25,414
+15,219
|
|
||
152
Expeditors International
EXPD
$20.9B
| $1.01M | 0.13% |
7,030
+5,253
|
|
||
153
Champion Homes
SKY
$3.91B
| $1M | 0.13% |
13,498
+5,441
|
|
||
154
MetLife
MET
$52.8B
| $998K | 0.13% |
14,115
+7,047
|
|
||
155
nVent Electric
NVT
$27.5B
| $993K | 0.13% |
8,391
+5,627
|
|
||
156
Enbridge
ENB
$121B
| $984K | 0.13% |
18,176
-640
|
|
||
157
Accenture
ACN
$119B
| $981K | 0.13% |
4,949
-476
|
|
||
158
Centene
CNC
$30.4B
| $978K | 0.13% |
29,881
+15,441
|
|
||
159
Cooper Companies
COO
$11.6B
| $975K | 0.13% |
13,632
+4,738
|
|
||
160
Kirby Corp
KEX
$7.54B
| $974K | 0.13% |
7,331
+2,864
|
|
||
161
Calix
CALX
$2.53B
| $957K | 0.13% |
19,542
+7,781
|
|
||
162
Ross Stores
ROST
$73.5B
| $952K | 0.13% |
4,395
+854
|
|
||
163
TSMC
TSM
$2.29T
| $943K | 0.12% |
2,791
+1,743
|
|
||
164
CarGurus
CARG
$2.62B
| $943K | 0.12% |
27,694
+10,780
|
|
||
165
Palantir
PLTR
$376B
| $933K | 0.12% |
6,378
+1,606
|
|
||
166
TG Therapeutics
TGTX
$5.67B
| $931K | 0.12% |
28,018
+12,032
|
|
||
167
Gilead Sciences
GILD
$163B
| $924K | 0.12% |
6,629
+2,421
|
|
||
168
CME Group
CME
$96.3B
| $923K | 0.12% |
3,125
+1,482
|
|
||
169
Interface
TILE
$1.65B
| $916K | 0.12% |
36,762
+14,133
|
|
||
170
Advanced Micro Devices
AMD
$824B
| $905K | 0.12% |
4,451
+1,186
|
|
||
|
BCPC
171
Balchem Corp
BCPC
$4.95B
| $891K | 0.12% |
5,255
+2,031
|
|
||
172
Lam Research
LRCX
$392B
| $884K | 0.12% |
+4,139
|
|
||
173
Vanguard Growth ETF
VUG
$231B
| $873K | 0.12% |
11,988
+8,976
|
|
||
174
Atlantic Union Bankshares
AUB
$5.28B
| $867K | 0.11% |
24,267
+9,484
|
|
||
175
Sensient Technologies
SXT
$4.75B
| $865K | 0.11% |
10,005
+3,911
|
|